Palo Alto Networks (PANW) came out with quarterly earnings of $1.32 per share, beating the Zacks Consensus Estimate of $1.25 per share. This compares to earnings of $1.10 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 5.60%. A quarter ago, it was expected that this security software maker would post earnings of $1.30 per share when it actually produced earnings of $1.46, delivering a surprise of 12.31%.Over the last four quar ...

业绩总结 - Q3'24总收入为19.8亿美元，同比增长15%[7] - 下一代安全(NGS)年化重复收入(ARR)为37.9亿美元，同比增长47%[7] - 预计到FY30年，平台化将带来150亿美元的NGS ARR目标[11] - Q4 FY'24总账单预计为34.3亿至34.8亿美元，同比增长9%-10%；FY 2024总账单预计为101.3亿至101.8亿美元，同比增长10%-11%[25] - 下一代安全ARR预计为21.5亿至21.7亿美元，同比增长37%-39%；FY 2024总收入预计为79.9亿至80.1亿美元，同比增长16%[25] 新产品和新技术研发 - 公司继续在三个平台上推动创新，包括AI安全、SASE 3.0和数据安全[18] - 公司与IBM合作，以5亿美元现金收购IBM的QRadar SaaS资产，包括知识产权[24] 市场扩张和并购 - 在Q3中，公司签署了多个大额交易，包括与政府和金融服务公司的合作[14][15] - 公司与IBM合作，以5亿美元现金收购IBM的QRadar SaaS资产，包括知识产权[24] 负面信息 - 无 其他新策略和有价值的信息 - 平台化提高了客户的生产力和安全效果，安全相关平台成本降低10%，安全团队更高效[13] - 公司强调在Q3的执行表现强劲，专注于实现FY24年的目标，致力于实现FY30年150亿美元的NGS ARR目标[20] - FY'24非GAAP有效税率为22%，现金税额为2.3亿至2.8亿美元[28] - TTM调整后自由现金流为302.3亿美元[33]

Exhibit 99.1 Palo Alto Networks Reports Fiscal Third Quarter 2024 Financial Results • Fiscal third quarter revenue grew 15% year over year to $2.0 billion • Remaining performance obligation grew 23% year over year to $11.3 billion • Non-GAAP operating margin grew 200 bps year over year to 26% SANTA CLARA, Calif., May 20, 2024 — Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today financial results for its fiscal third quarter 2024, ended April 30, 2024. Total revenue for the f ...

Fiscal third quarter revenue grew 15% year over year to $2.0 billionRemaining performance obligation grew 23% year over year to $11.3 billionNon-GAAP operating margin grew 200 bps year over year to 26%SANTA CLARA, Calif., May 20, 2024 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today financial results for its fiscal third quarter 2024, ended April 30, 2024.Total revenue for the fiscal third quarter 2024 grew 15% year over year to $2.0 billion, compared with ...

This cybersecurity leader delivers solid financial results in a high-growth industry.Palo Alto Networks (PANW 0.86%) is one of the more popular cybersecurity stocks out there at the moment. The stock is trading up nearly 70% over the past year, so investors might be wondering if all its future growth is already priced in and it's too late to get on board.To ease those concerns, know that there are still plenty of reasons to love this stock. These five, in particular, provide ample proof that you might want ...

Kameleon007 Palo Alto Networks, Inc. (NASDAQ:PANW) is a cybersecurity company that has an intriguing setup. In this article, I will be using technical analysis to explain why I think PANW offers a bullish opportunity at current prices. I will outline my view on price action, momentum, volume, and relative strength. I will offer two potential price targets along with a stop loss. This article will not focus on the upcoming earnings announcement which will take place on 05/20/2024 since that is not my strengt ...

Cybersecurity firm Palo Alto Networks (PANW) has lowered the bar heading into its fiscal third quarter earnings report on Monday, with Wall Street expecting only 3.3% billings growth. But expectations for Palo Alto stock are higher for the July quarter and fiscal 2025.X Evercore ISI analyst Peter Levine says Palo Alto needs to rebuild confidence on Wall Street amid recent quarterly misses on key financial metrics, such as billings."It's unclear to us how much visibility management currently has, considering ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Analyst Estimates for Q3 FY 2024Q2 FY 2024Q3 FY 2023Revenue$1.97 billion$1.98 billion$1.72 billionDiluted Earnings Per Share40 cents$4.8931 centsNet Income$143.3 million$1.75 billion$107.8 million Key Metric: Sales Amid 'Spending Fatigue' Palo Alto Networks lowered its outlook when reporting second-quarter earnings, citing "spending fatigue" among customers, raising concerns about headwinds for the cybersecurity industry. The guidance cut in late February sent shares lower, but analysts suggested they re ...

Palo Alto Networks (PANW) has collaborated with International Business Machines (IBM) to improve its security platforms with the latter's artificial intelligence (AI) capabilities in order to deliver AI-powered security solutions.As part of this partnership, PANW is set to acquire IBM's QRadar SaaS assets to enhance its Cortex XSIAM platform. Meanwhile, International Business Machines will continue to support its existing on-prem QRadar clients.Both companies are set to establish a joint Security Operations ...